See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,176 | $83,902-60.5% | $167,512-80.2% | $84,808-60.9% |
| Participation rate | 39.5% | 66.5%-26.9pp | 77.1%-37.5pp | 68.3%-28.8pp |
| Annual return | 22.58% | 91.55%-69.0pp | 1615.79%-1593.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,088 | $2,264-51.9% | $3,882-72.0% | $2,631-58.6% |
| Participant deferral / active EE | $1,493 | $4,442-66.4% | $6,405-76.7% | $4,212-64.6% |
| Admin fee / account holder | $7,097 | $7,915-10.3% | $9,769-27.4% | $7,344-3.4% |